Zilla Capital

The US–Iran truce is over and the real battle is now control of the Strait of Hormuz. Brent is up nearly 20%, and markets are pricing in persistent geopolitical risk, not a temporary shock.

Our latest Flash Note breaks down what comes next.

Read the full report → https://shorturl.at/RnCRu

10x the market price. 3,260 drones. One surprise buyer.

Saudi Arabia just became Taiwan's top drone customer, spending a record USD 47.2 mn in a single monthmore than any country since tracking began. The Kingdom paid USD 14,472 per unit against the USD 1,464 other buyers pay, and Taipei's defense analysts are still puzzling over why.

This week's numbers: a Kingdom quietly diversifying its suppliers, and an island whose drone exports just grew 2,000% yet still sit 30 times below China's.

Read the full Kingdom Pulse: https://shorturl.at/iOo1S

Oil shocks, drone deals, and a USD 3 trillion Gulf rift this week's Global Espresso covers the stories moving markets.

In this issue:

-Bitcoin breaks below its 200-week moving average as oil spikes revive inflation fears.
-ECB's Moulin warns AI could make inflation more volatile, not just higher.
-Saudi Arabia becomes the top buyer in Taiwan's fast-growing drone industry.
-Wall Street draws up contingency plans as Saudi-UAE tensions mount.

Full report: https://shorturl.at/ynX0Y